Set Up Customer Pricing for a Product

Set Up Customer Pricing for a Product

Set Up Customer Pricing for a Product

Introduction

Let's say, for example, that registered customers at your store are students from a particular school who visit regularly. If your business wants to change the pricing for these students without having to apply a product discount, follow these steps:

Step 1: Create a Customer Category for the Students

  1. On the Dashboard, navigate to the Customers tab. Select the Categories sub-tab.
  2. Select Create New Category and name it "Students."

Step 2: Create a Customer for the School

  1. On the Dashboard, navigate to the Customers tab. Select Create New Customer.
  2. For this customer, since you don't need to record all the students individually, use the school's name as the first and last name.
  3. Select the Category dropdown and assign this customer to the "Students" category.

Step 3: Create Customer Product Pricing

  1. Still on the Dashboard, go to the Products tab.
  2. Select the product for which you want to change the pricing when a student is added to the sale.
  3. Select the Add button next to the price field, choose the customer type, and select "Students."

How to Use This

  1. On the sale screen, add the customer "Student" to the sale first.
  2. Now, select the product with the special pricing. You will see that the product price changes when this customer is selected.

This guide helps set up customer-specific pricing, allowing you to cater to special groups like students efficiently.


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